Independent Wealth Network Inc.
URBANDALE IA · SEC CIK 0001891240
$3.93亿2026Q2 申报市值
340持仓数
27.0%前十大占比 · 第一大 7.2%
53 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NORTHERN LIGHTS 新建仓+$232.64万
NORTHERN LIGHTS 新建仓+$204.83万
VTI 新建仓+$94.55万
AVLC 新建仓+$93.95万
LDP 新建仓+$77.01万
2026Q2 卖出最多 按季末市值估算
SOXX 减仓-$142.23万
QTEC 减仓-$108.54万
INNOVATOR ETFS T 清仓-$57.38万
FLOT 减仓-$53.30万
HON 减仓-$50.22万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -22,391 | -100.0% | -$57.38万 | 清仓 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | -8,358 | -100.0% | -$42.07万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -7,383 | -100.0% | -$31.33万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -6,086 | -100.0% | -$30.36万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -2,018 | -100.0% | -$26.64万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -842 | -100.0% | -$26.17万 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -4,065 | -100.0% | -$24.46万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,381 | -100.0% | -$24.45万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,939 | -100.0% | -$24.33万 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -644 | -100.0% | -$23.39万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,100 | -100.0% | -$23.10万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -3,062 | -100.0% | -$22.81万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -511 | -100.0% | -$21.73万 | 清仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -3,973 | -100.0% | -$20.18万 | 清仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -9,667 | -100.0% | -$20.06万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -583 | -100.0% | -$20.01万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -5,693 | -100.0% | -$20.00万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -11,287 | -100.0% | -$12.73万 | 清仓 |
| — | VUZIX CORP | $0 | 0.00% | 0 | -13,410 | -100.0% | -$3.10万 | 清仓 |
| RTX | RTX CORPORATION 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.93万 | 清仓 |
| UEC | URANIUM ENERGY CORP 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$4,050 | 清仓 |
| BTG | B2GOLD CORP 看涨期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$2,718 | 清仓 |
| — | AKEBIA THREAPEUTICS INC | $1.48万 | 0.00% | 13,003 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC 看涨期权 | $2.38万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $3.24万 | 0.01% | 16,871 | 1,251 | 8.0% | $2,402 | 加仓 |
| BTG | B2GOLD CORP | $3.81万 | 0.01% | 10,200 | 200 | 2.0% | $748 | 加仓 |
| — | ATLAS LITHIUM CORP | $6.30万 | 0.02% | 17,067 | 17,067 | — | $6.30万 | 新建仓 |
| V | VISA INC 看涨期权 | $6.86万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $11.91万 | 0.03% | 23,873 | 225 | 1.0% | $1,123 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $12.35万 | 0.03% | 11,449 | 29 | 0.3% | $313 | 加仓 |
| MSIF | MSC INCOME FUND INC | $13.06万 | 0.03% | 11,286 | -172 | -1.5% | -$1,990 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $13.29万 | 0.03% | 12,571 | 12,571 | — | $13.29万 | 新建仓 |
| F | FORD MTR CO | $14.63万 | 0.04% | 10,525 | -80 | -0.8% | -$1,112 | 减仓 |
| — | TIDAL TRUST II | $15.29万 | 0.04% | 18,929 | 2,461 | 14.9% | $1.99万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $16.63万 | 0.04% | 13,014 | 13,014 | — | $16.63万 | 新建仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $18.92万 | 0.05% | 22,442 | 120 | 0.5% | $1,012 | 加仓 |
| TEO | TELECOM ARGENTINA SA | $19.38万 | 0.05% | 14,904 | 14,904 | — | $19.38万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $20.08万 | 0.05% | 1,026 | 1,026 | — | $20.08万 | 新建仓 |
| ECL | ECOLAB INC | $20.17万 | 0.05% | 724 | 724 | — | $20.17万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $20.21万 | 0.05% | 4,232 | 4,232 | — | $20.21万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $20.31万 | 0.05% | 3,994 | -228 | -5.4% | -$1.16万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $20.43万 | 0.05% | 3,249 | -741 | -18.6% | -$4.66万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $20.43万 | 0.05% | 3,533 | -159 | -4.3% | -$9,196 | 减仓 |
| BUG | GLOBAL X FDS | $20.44万 | 0.05% | 5,351 | 5,351 | — | $20.44万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $20.50万 | 0.05% | 962 | -61 | -6.0% | -$1.30万 | 减仓 |
| UL | UNILEVER PLC | $20.58万 | 0.05% | 3,423 | 3,423 | — | $20.58万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.67万 | 0.05% | 923 | 923 | — | $20.67万 | 新建仓 |
| MS | MORGAN STANLEY | $20.77万 | 0.05% | 994 | 994 | — | $20.77万 | 新建仓 |
| SYK | STRYKER CORPORATION | $20.81万 | 0.05% | 661 | -73 | -9.9% | -$2.30万 | 减仓 |
| PAAA | PGIM ETF TR | $20.84万 | 0.05% | 4,064 | 4,064 | — | $20.84万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $20.88万 | 0.05% | 910 | 910 | — | $20.88万 | 新建仓 |
| — | ROUNDHILL ETF TRUST | $20.94万 | 0.05% | 12,666 | 12,666 | — | $20.94万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $20.95万 | 0.05% | 1,434 | 1,434 | — | $20.95万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $21.05万 | 0.05% | 920 | -125 | -12.0% | -$2.86万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.16万 | 0.05% | 6,357 | -175 | -2.7% | -$5,826 | 减仓 |
| RBLX | ROBLOX CORP | $21.19万 | 0.05% | 3,896 | 3,896 | — | $21.19万 | 新建仓 |
| PFFD | GLOBAL X FDS | $21.23万 | 0.05% | 11,358 | 807 | 7.6% | $1.51万 | 加仓 |
| CMP | COMPASS MINERALS INTL INC | $21.29万 | 0.05% | 6,839 | 6,839 | — | $21.29万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $21.38万 | 0.05% | 2,282 | 2,282 | — | $21.38万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $21.41万 | 0.05% | 5,927 | 5,927 | — | $21.41万 | 新建仓 |
| MBB | ISHARES TR | $21.43万 | 0.05% | 2,267 | 98 | 4.5% | $9,263 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $21.45万 | 0.05% | 13,519 | -200 | -1.5% | -$3,174 | 减仓 |
| MEAR | ISHARES U S ETF TR | $21.46万 | 0.05% | 4,259 | 30 | 0.7% | $1,511 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $21.53万 | 0.05% | 962 | 962 | — | $21.53万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $21.71万 | 0.06% | 3,862 | 509 | 15.2% | $2.86万 | 加仓 |
| GEV | GE VERNOVA INC | $21.74万 | 0.06% | 185 | 185 | — | $21.74万 | 新建仓 |
| MMM | 3M CO | $21.75万 | 0.06% | 1,344 | 57 | 4.4% | $9,226 | 重新持有 |
| WSO | WATSCO INC | $21.75万 | 0.06% | 522 | -31 | -5.6% | -$1.29万 | 减仓 |
| IWB | ISHARES TR | $22.01万 | 0.06% | 537 | 537 | — | $22.01万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $22.13万 | 0.06% | 4,035 | 4,035 | — | $22.13万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $22.14万 | 0.06% | 1,682 | 1,682 | — | $22.14万 | 新建仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $22.34万 | 0.06% | 10,747 | 10,747 | — | $22.34万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $22.45万 | 0.06% | 2,083 | -227 | -9.8% | -$2.45万 | 重新持有 |
| GPN | GLOBAL PMTS INC | $22.53万 | 0.06% | 3,105 | -93 | -2.9% | -$6,748 | 减仓 |
| GE | GE AEROSPACE | $22.82万 | 0.06% | 611 | 611 | — | $22.82万 | 新建仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $22.99万 | 0.06% | 2,690 | 2,690 | — | $22.99万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $23.16万 | 0.06% | 775 | 775 | — | $23.16万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $23.19万 | 0.06% | 1,986 | -124 | -5.9% | -$1.45万 | 减仓 |
| MOS | MOSAIC CO | $23.30万 | 0.06% | 10,996 | 10,996 | — | $23.30万 | 新建仓 |
| SMIZ | ZACKS TRUST | $23.39万 | 0.06% | 5,243 | 5,243 | — | $23.39万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $23.46万 | 0.06% | 4,420 | -242 | -5.2% | -$1.28万 | 减仓 |
| TER | TERADYNE INC | $23.71万 | 0.06% | 490 | -344 | -41.2% | -$16.64万 | 减仓 |
| ALAB | ASTERA LABS INC | $23.86万 | 0.06% | 494 | 494 | — | $23.86万 | 新建仓 |
| WFC | WELLS FARGO & CO | $23.89万 | 0.06% | 2,890 | -2 | -0.1% | -$165 | 减仓 |
| — | ZACKS TRUST | $23.92万 | 0.06% | 8,188 | 0 | 0.0% | — | 不变 |
| GRNT | GRANITE RIDGE RESOURCES INC | $23.94万 | 0.06% | 54,287 | 15,353 | 39.4% | $6.77万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $24.61万 | 0.06% | 1,371 | 1,371 | — | $24.61万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $24.71万 | 0.06% | 3,425 | 203 | 6.3% | $1.46万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $24.77万 | 0.06% | 574 | 574 | — | $24.77万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $25.14万 | 0.06% | 9,488 | 1,092 | 13.0% | $2.89万 | 加仓 |
| IMCG | ISHARES TR | $25.27万 | 0.06% | 2,571 | 2,571 | — | $25.27万 | 新建仓 |
| BGS | B & G FOODS INC | $25.77万 | 0.07% | 64,736 | 16,677 | 34.7% | $6.64万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $25.95万 | 0.07% | 1,773 | 184 | 11.6% | $2.69万 | 加仓 |
| ACWV | ISHARES INC | $25.98万 | 0.07% | 2,161 | 150 | 7.5% | $1.80万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $25.99万 | 0.07% | 972 | 972 | — | $25.99万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $26.05万 | 0.07% | 24,435 | -1,654 | -6.3% | -$1.76万 | 减仓 |
| RTX | RTX CORPORATION | $26.21万 | 0.07% | 1,382 | 131 | 10.5% | $2.48万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $26.35万 | 0.07% | 537 | 0 | 0.0% | — | 不变 |
| SPIP | SPDR SERIES TRUST | $26.53万 | 0.07% | 10,330 | -158 | -1.5% | -$4,057 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $26.66万 | 0.07% | 1,698 | 1,698 | — | $26.66万 | 新建仓 |